See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AGF ADVISORS1 year Service code 26 · EIN 56-3135003 | Advisory (Participants) | $10,202 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,317 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,380 | $72,492-60.9% | $87,100-67.4% | $72,985-61.1% |
| Participation rate | 76.8% | 72.8%+4.0pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 16.93% | 24.46%-7.5pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,168 | $3,270-64.3% | $4,049-71.2% | $3,607-67.6% |
| Admin fee / account holder | $143 | $5,055-97.2% | $7,497-98.1% | $5,124-97.2% |